Build Solutions for Finance and Tax

Automate your finance and tax processes to improve efficiency and accuracy with our drag-and-drop no code automation platform

finance and tax automation

Don't get bogged down by tedious and disjointed manual processes

Finance and Tax teams historically manage processes using paper or Excel and Word-based forms and emails whilst relying on inflexible legacy systems. As a result, processes are fraught with errors, and information is lost amongst emails. Many software providers can address some issues via digital forms, but cannot provide the level of sophistication required to manage complex workflow-based processes while also enabling experts to flexibly customise solutions to meet changing needs.

Use Checkbox to automate processes in finance and tax

Checkbox empowers Finance & Tax specialists to rapidly create smart questionnaires, automatically generate reports and digitise complex approval and review workflows - all in one system! Checkbox's drag-and-drop studio makes it easy for specialists with little to no technical background to quickly and easily build tools while eliminating tedious manual processes and codifying their knowledge.

Common Use Cases

Automated Finance Risk Assessment

Minimise business risk across the organisation at scale by automating the finance risk assessment process

Financial Report Generator

Generate bespoke and compliant-by-design financial reports within a fraction of the time

See All Use Cases

Expense Request Workflows

Effortless expense automation, fast-tracked to manage finances effectively

Automate your workflows and approvals

Build solutions with automated workflows including scheduled tasks, approvals, reminders, and more. Create parallel workflows and automatically assign different workflows and approvals to multiple users.

Deploy your apps to the business as self-service tools

Easily deploy your apps to business users as self-service tools to triage finance and tax requests, automate advice, and more. You can even use iframe to embed these tools into intranet or website pages.

See how Checkbox can transform your team


Streamline Processes and Save Time

Eliminate the need for specialists to explain and facilitate complex, disjointed manual processes


Ensure Compliance and Standardisation

Build compliant-by-design tools along with in-built checks, controls and audit trails as needed


Enhance Visibility and Decision Making

Centrally manage and track processes for more informed and timely decision-making via dashboards and tracking

Finance and tax automation with a single, powerful, no-code platform

Smart Questionnaire

Gather all required information and only pose relevant questions to auditors

Dashboard & Analytics

Track processes and data to enable right and timely decision making

Defect Scoring

Record all defects and automatically assign relevant scores to each audit

CSV Export

Export all audit data into a CSV to run ad-hoc reporting as needed


Approve or reject responses digitally with comments and centralised tracking


Audit trails track every question, response, comment and action made by user

Drag-and-Drop Studio

Easily build automation solutions without coding knowledge


Work seamlessly across Checkbox and your other tools

Hear what customers have to say

Peter C.

Client solutions director,
Law practice

“We use [Checkbox] to manage workflow steps in some processes and to generate documents. We have found it easy to develop prototypes very quickly which helps keep the pace of innovation up in the firm. When people see their ideas come to life so quickly they get inspired. “


Andrew S.

Government administration, Product manager deputy director

“We needed a development platform to build applications to automate our business processes. Often, such business processes are very customised, and require changes regularly. The platform allows for “developers” who had no coding experience to learn and build workflow applications for our business”


Richard C.

Deputy group general counsel, Consumer goods company

“We have automated a number of manual or error prone tasks quickly using Checkbox and in situations where larger, less flexible incumbent systems have not been able to do so. Checkbox provides a platform on which you can create your own automation solutions, so it lets you build whatever you want.”


Access templates for finance and tax automation apps

Create solutions even faster on Checkbox by using templates instead of building from scratch

ESIC Eligibility

Automate the end-to-end eligibility test for ESIC tax concessions including the generation of a letter of advice,  styled and ready to go

Get Template

Expense Approval Workflow

Triage expense claims to the accounts team and facilitate the approval workflows across different stakeholders

Get Template

Sales Proposal Generator

Calculate the quote for service and generate a sales proposal with dynamic content tailored to the client’s requested needs

Get Template

Get In Touch

Contact our team to learn more about Checkbox, or to request a free personalised demo.